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SEEDSAFE FINANCIAL LLC
CRD 283887 · SEC 801-134378
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.2M
Discretionary AUM
$125.2M
Team
7 total employees; 4 advisory reps; 23 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsTAX PREPARATION SERVICES AND SUBSCRIPTION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $20.3M |
| High net worth individuals | 48 | $104.9M |
States served
CA, CO, IL, LA, NY, PA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD